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Jajang
$LIT 持仓观察 | 3.5272 入场
当前状态：成本 3.5272，现价约 3.6-3.9 区间震荡，基本持平。
利空落地：Robinhood 美国永续合约选了 Bitstamp 而非 Lighter，LIT 单日跌超 13%，周线领跌 DeFi 板块。但 Robinhood 钱包入口仍在，链上交易量未断。
支撑逻辑：真实流通盘偏紧，协议收入持续回购销毁，LLP 需质押 LIT 才能参与。3.30 是短期关键支撑。
策略：守 3.30 看 4.0+。跌破需重新评估，不盲目补仓。
⚠️ 个人记录，非投资建议。
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